Docupace integrates with Axos Advisor Services
June 30, 20225 min
Strategic integration provides digitally-enhanced new account opening to joint customers
Origin Merchant Partners Expands Its North-American Platform
June 29, 20224 min
Origin Merchant Partners (“Origin”) is pleased to announce it has agreed to a combination with InterOcean Advisors (“InterOcean”), a US-based, middle market-focused investment bank. The combined firm, operating under the Origin Merchant Partners banner, is positioned to be one of Canada’s only independent investment banks with a physical presence in the US market, with bankers in Chicago, Atlanta, Denver, Toronto and Montreal. “We are excited to join forces with InterOcean,” said Jim Meloche, Origin Managing Partner. “We have considerable experience working together and recognized...
Leader Bank Welcomes Liana Gukasyan to Elevate Banking Team
June 29, 20223 min
Leader Bank is excited to welcome Liana Gukasyan to the Elevate Banking team. Based in California, Liana will serve as an Assistant Vice President and Elevate Banking Relationship Manager with the Bank. “We are tremendously excited to welcome Liana to our Elevate Banking team,” said Jay Tuli, President of Leader Bank. “Liana’s extensive experience and industry knowledge will help Leader Bank bolster our Elevate Banking offerings.” Liana has more than two decades of experience in the banking industry, including...
Morningstar, Inc. launches Morningstar Investor
June 20, 20225 min
New Morningstar InvestorSM to replace Morningstar Premium web offering; new investment research platform creates powerful, personalized connection between portfolios and market research
Allspring Global Investments (Allspring), a leading independent asset manager with more than US$541 billion in assets under management*, today announced the appointment of Charlie Wilson as Head of Financial Institutions for the UK and Switzerland. Charlie joins Allspring with over 25 years of experience working for global asset managers, leading business development and sales strategy across Europe. Charlie will be responsible for expanding Allspring’s financial intermediary distribution business and servicing a growing portfolio of wholesale and retail intermediary clients. Before joining...
Signature Bank Appoints 5 Private Client Banking Teams
June 14, 20229 min
Signature Bank (Nasdaq: SBNY), a New York-based, full-service commercial bank, announced today the appointment of five private client banking teams throughout the metropolitan New York area as well as a group director assigned to an existing team. John Madigan was named Managing Group Director, leading a team of six, all of whom joined from Citibank. Madigan formerly was Managing Director for Long Island in the Emerging Corporates Group in Hauppauge, Long Island, N.Y., where he managed...
This makes BPI the first bank partnering Alipay+ as a mobile payment provider to extend its payments service beyond local merchants.
Vieira brings investing & operating experience from Goldman Sachs, Ceridian, Moody’s, Hotmart
The best and easy way to buy USDT in Dubai, Coinsfera has revolutionized the process of buying Tether in Dubai with cash or AED.
Boosting its support of the U.S. programs insurance market’s fast-paced growth, AXA XL is investing more resources in its Americas Program insurance business with the appointment of David Brooks to the new role of Chief Underwriting Officer (CUO), Programs and Delegated Arrangements for the Americas. Mr. Brooks will report to Donna Nadeau, AXA XL’s Chief Underwriting Officer for the Americas. According to Ms. Nadeau, “The Program insurance market is a center for innovation, creativity, and specialization. It continues to mature...